Skip to main content
Private Foundation TY2025 IRS Form 990-PF (Investments Schedule) Roadshow Hub: Jenks, OK HQ: Jenks, OK

Waters Charitable Foundation

$0.0B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($43.8M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Real Estate, Private Equity, Multi-Strategy, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$43.8M
Total AUM: $0.0B
Median Holding / Carrying Value
$3.3M
Range: $2.8M – $6.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 5 Disclosed Strategies
IRS Form 990-PF Disclosure Note: Private foundation Part II investment schedules report end-of-year book or fair-market carrying value rather than original LP commitment amounts unless separately itemized, and statutory Form 990-PF filings do not report fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Waters Charitable Foundation

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Carrying / Fair Value Disclosed Performance Primary Source Trail
Brevan Howard Alpha Strategies Fund, L.P. Multi-Strategy 2025
$3.3M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Warburg Pincus RE I Real Estate 2025
$3.1M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Oaktree Power Opportunities Fund VII Infrastructure 2025
$2.8M
Reported carrying value (Form 990-PF) · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
True Ventures VIII LP Venture Capital 2024
$3.8M
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)
Arbour Lane Credit Opp IV, LP Private Credit 2024
$2.8M
Reported carrying value (Form 990-PF) · As of December 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — Waters Charitable Foundation

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Waters Charitable Foundation (Private Foundation, $0.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 19.0% vs. 18.4% Actual; $0.2M Unallocated Target Bandwidth). IRS Form 990-PF (EIN 73-1323325) verified $0.04B endowment (~$2M statutory 5% annual grant payout); ~$5M annual Private Equity, Venture Capital & Private Credit pacing ($2M-$8M typical GP check). Gatekeeper / Intake Conduit: Crewcial Partners.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

Join Waitlist for Full Signal Log →
Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Waters Charitable Foundation

451 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Waters Charitable Foundation (12 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Chesapeake Bay Coral Gables Chesterfield Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Madison CV I RUN, LP (2022 Vintage)
Waters Charitable Foundation: $3.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Chesapeake Bay Coral Gables Chesterfield Mutual & Casualty Insurance General Account: $53.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Lux Capital VIII (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

Lsv Asset Management

OCIO / Wealth RIA Illinois / Chicago
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
True Ventures VIII LP (2024 Vintage)
Waters Charitable Foundation: $3.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Lsv Asset Management: $467.0M · SEC Form ADV 7.B

Additional shared vehicles: Brevan Howard Alpha Strategies Fund, LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Everest Group General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brevan Howard Alpha Strategies Fund, LP (2024 Vintage)
Waters Charitable Foundation: $3.3M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)
Everest Group General Account: $10.0M · SEC EDGAR Filing

Additional shared vehicles: Arbour Lane Credit Opp IV, LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+448 Additional Institutional LPs Report Shared Vehicles with Waters Charitable Foundation

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Waters Charitable Foundation

You are viewing 5 open public preview records (out of 12 total tracked records for Waters Charitable Foundation) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (451 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Waters Charitable Foundation and our interactive GP workspace.

Strategies Disclosed by Waters Charitable Foundation

Venture Capital LPs →Real Estate LPs →Private Equity LPs →Multi-Strategy LPs →Infrastructure LPs →

Frequently Asked Questions: Waters Charitable Foundation

What type of institutional allocator is Waters Charitable Foundation and what is their typical disclosed ticket size?

Waters Charitable Foundation is categorized under Private Foundation (Regional Roadshow Hub: Jenks, OK; Headquarters: Jenks, OK). Across 12 historical disclosure records tracked on Prilago ($43.8M total parsed USD across disclosed rows), the median disclosed amount is $3.3M (range: $2.8M to $6.0M).

Which private-market strategies appear in Waters Charitable Foundation's public disclosures?

Waters Charitable Foundation has disclosed records across Venture Capital, Real Estate, Private Equity, Multi-Strategy, Infrastructure. Open preview records include Brevan Howard Alpha Strategies Fund, L.P. (2025 Vintage), Warburg Pincus RE I (2025 Vintage), Oaktree Power Opportunities Fund VII (2025 Vintage), True Ventures VIII LP (2024 Vintage).

How are Waters Charitable Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Waters Charitable Foundation cite primary public disclosures (TY2025 IRS Form 990-PF (Investments Schedule)), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Waters Charitable Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/waters-charitable-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Waters Charitable Foundation?

In Prilago's bilateral commitment graph, Waters Charitable Foundation shares resolved underlying fund vehicles with 451 institutional LPs across 12 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Chesapeake Bay Coral Gables Chesterfield Mutual & Casualty Insurance General Account (2 shared vehicles, e.g. Madison CV I RUN, LP (2022 Vintage)), Lsv Asset Management (2 shared vehicles, e.g. True Ventures VIII LP (2024 Vintage)), Everest Group General Account (2 shared vehicles, e.g. Brevan Howard Alpha Strategies Fund, LP (2024 Vintage)).

Related Private Foundation & Jenks, OK Institutional LPs

Lilly Endowment (31)Open Society Foundations (31)Novo Nordisk Foundation Endowment (30)Amador Valley Gallatin Valley Whitmore Philanthropic Foundation & Charitable Trust (27)Ausable Caddo Lake Whitmore Philanthropic Foundation & Charitable Trust (27)Bill & Melinda Gates Foundation Trust (27)Chestnut Hill Casco Bay Sutherland Philanthropic Foundation & Charitable Trust (27)Glastonbury Gunnison Stanfield Philanthropic Foundation & Charitable Trust (27)Michael & Susan Dell Foundation (27)Conrad N. Hilton Foundation (26)